Original filing (PDF)20251008233914NAL0006020353001

CAPITAL GATE INSURANCE AGENCIES CORP. DBA CAPITAL GATE INSURANCE GROUP

Name: CAPITAL GATE INSURANCE AGENCIES CORP. DBA CAPITAL GATE INSURANCE GROUP — CAPITAL GATE INSURANCE GROUP 401(K) PLAN, Form 5500 (2024)
Creator: CAPITAL GATE INSURANCE AGENCIES CORP. DBA CAPITAL GATE INSURANCE GROUP

Form 5500-SF

FILING_RECEIVED

CAPITAL GATE INSURANCE GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$830K

Net assets (EOY)

$830K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPITAL GATE INSURANCE AGENCIES CORP. DBA CAPITAL GATE INSURANCE GROUP.

Plan sponsor

Name

CAPITAL GATE INSURANCE AGENCIES CORP. DBA CAPITAL GATE INSURANCE GROUP

EIN

45-0701584all filings

Address

1843 CENTRAL AVENUE · ALBANY, NY · 12205

Phone

(518) 389-2610

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator